K2's Advanced QuickBooks Tips and Techniques

K2's Advanced QuickBooks Tips and Techniques

Course Description

QuickBooks remains one of the leading accounting solutions for small and growing businesses.  Over the past few releases, Intuit has added numerous advanced features to the application, extending its’ functionality. In this seminar, you will learn how to take advantage of many of QuickBooks’ new features to address critical issues. For example, you will learn advanced inventory management techniques, including the ability to change the default costing methodology in QuickBooks, and implementing lot and serial number tracking. You will also learn how to build complete sets of financial statements in Excel that link in real-time to underlying QuickBooks data files and how to create multi-company financial statements. Additionally, you will learn how to use Client Data Review to streamline the process of closing accounting periods in QuickBooks.

Knowing how to take advantage of the advanced features available can determine your level of success when working with QuickBooks. Take advantage of this opportunity to learn about QuickBooks’ “deep” features so that you maximize your effectiveness with the application.

“I learned a lot that I can’t wait to get back to the office to try!” S.C., CPA NE

Course Information

CPE Credit: Recommended for 4 hours Computer Software and Applications

Instructional delivery method:  Group-live demo and discussion using color computer projection

Prerequisites: undamental knowledge of QuickBooks

Program level: Advanced

Advance preparation: None

Who should attend: Accounting and financial professionals who want to learn about advanced features and techniques associated with QuickBooks

Learning Objectives

Upon completing this course, you should be able to:

  • Identify techniques for handling advanced reporting issues, including the QuickBooks Statement Writer, linking QuickBooks data into other applications via Open Database Connectivity, and multi-company reporting
  • Manage inventory more effectively in QuickBooks, including using Items, changing inventory costing methodologies, creating Assembly items, adjusting inventory quantities and valuations, and list the advantages associated with QuickBooks’ Advanced Inventory add-in
  • Differentiate between key techniques for exchanging QuickBooks data with others, including QuickBooks Accountants’ Copy feature, Portable Company Files, and backup files
  • Utilize QuickBooks Client Data Review feature to streamline the process of cleaning up QuickBooks data files and closing accounting periods
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